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APHQX vs JVMSX
APHQX vs JVMSX Comparison
Open Charts APHQX vs JVMSX
Artisan Mid Cap Value Institutional
Price$15.65
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets912.25M
JHancock Disciplined Value Mid Cap R2
Price$29.29
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.55B
APHQX vs JVMSX Comparison Chart in %
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APHQX vs. JVMSX commentary
Aug 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is APHQX is a Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.5B vs. APHQX (912M). APHQX pays higher dividends than JVMSX: APHQX (0.74) vs JVMSX (0.41). APHQX was incepted earlier than JVMSX: APHQX (14 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than APHQX (0.95). JVMSX is a more actively managed with annual turnover of: 49.00 vs. APHQX (23.41). JVMSX has a lower initial minimum investment than APHQX: JVMSX (0) vs APHQX (1000000). JVMSX annual gain was more profitable for investors over the last year : -0.24 vs. APHQX (-3.50). JVMSX return over 5 years is better than : 52.01 vs. APHQX (-1.62).
| APHQX | JVMSX | APHQX / JVMSX | |
| Total Expense Ratio | 0.95 | 1.25 | 76% |
| Annual Report Gross Expense Ratio | 0.95 | 1.26 | 75% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 1.033 | 9.250 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 912M | 23.5B | 4% |
| Annual Yield % from dividends | 0.74 | 0.41 | 180% |
| Returns for 1 year | -3.50 | -0.24 | 1,476% |
| Returns for 3 years | -20.04 | 13.24 | -151% |
| Returns for 5 years | -1.62 | 52.01 | -3% |
| Returns for 10 years | -28.13 | 50.35 | -56% |
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